576
Jacobs & Co
San Francisco,
California
$1.17B
+$153M
+15%
27.4%
92.2%
137
11.68%
577
TRUE Private Wealth Advisors
Salem,
Oregon
$1.16B
+$110M
+10%
23.3%
84%
295
13.9%
578
Octavia Wealth Advisors
Cincinnati,
Ohio
$1.16B
+$113M
+11%
15%
67.9%
258
18.22%
579
Mayflower Financial Advisors
Boston,
Massachusetts
$1.16B
+$334M
+41%
11.3%
68.7%
509
14.54%
580
LVW Advisors
Pittsford,
New York
$1.16B
+$108M
+10%
16.2%
71.5%
500
20.2%
581
Lodestar Private Asset Management
Alamo,
California
$1.16B
+$143M
+14%
13.9%
58.3%
241
7.47%
582
Webster Bank
Waterbury,
Connecticut
$1.15B
+$96.4M
+9%
13.3%
77.5%
766
19.84%
583
Consolidated Investment Group
Englewood,
Colorado
$1.15B
+$229M
+25%
39.4%
140%
80
7.5%
584
Tanager Wealth Management
Goring On Thames,
United Kingdom
$1.15B
+$115M
+11%
10.7%
48.1%
171
22.81%
585
Marks Group Wealth Management
Minnetonka,
Minnesota
$1.15B
+$111M
+11%
13.9%
62.8%
372
15.32%
586
Hartline Investment Corp
Winnetka,
Illinois
$1.15B
+$239M
+26%
39.2%
201%
119
9.24%
587
Discipline Wealth Solutions
Greenville,
South Carolina
$1.15B
+$196M
+21%
11.6%
–
212
16.51%
588
Gleason Group
Prospect,
Kentucky
$1.15B
+$136M
+13%
13.6%
64%
471
56.05%
589
Vista Capital Partners
Portland,
Oregon
$1.14B
+$149M
+15%
14.6%
61.2%
175
13.71%
590
McGuire Investment Group
Wakefield,
Rhode Island
$1.14B
+$256M
+29%
43.7%
184%
140
15.71%
591
Private Capital Advisors
Darien,
Connecticut
$1.14B
+$269M
+31%
22%
138%
84
22.62%
592
High Ground Investment Management
London,
United Kingdom
$1.14B
+$600M
+111%
27.5%
25.9%
7
28.57%
593
Telos Capital Management
San Diego,
California
$1.13B
+$90.8M
+9%
14.6%
71.1%
206
9.71%
594
Pictet North America Advisors
Geneva 73,
Switzerland
$1.13B
+$128M
+13%
13.7%
65.9%
162
9.88%
595
Institute for Wealth Management
Denver,
Colorado
$1.13B
+$194M
+21%
26.7%
137%
1,780
69.21%
596
Bensler
Bellevue,
Washington
$1.13B
+$162M
+17%
30.2%
106%
217
19.35%
597
Sentinel Trust
Houston,
Texas
$1.13B
+$123M
+12%
12.5%
79.2%
147
15.65%
598
Azzad Asset Management
Falls Church,
Virginia
$1.13B
+$140M
+14%
22.3%
101%
382
21.47%
599
BFSG LLC
Irvine,
California
$1.13B
+$72M
+7%
11.7%
81.9%
810
12.59%
600
Penn Davis McFarland
Dallas,
Texas
$1.12B
+$100M
+10%
9.88%
86.8%
84
16.67%